BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$1.57M
3
+$1.31M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.19M
5
VMW
VMware, Inc
VMW
+$985K

Top Sells

1
+$8.7M
2
+$6.27M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.35M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.22M

Sector Composition

1 Technology 17.49%
2 Healthcare 9.66%
3 Financials 8%
4 Communication Services 7.02%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$822K 0.16%
59,488
+320
77
$806K 0.16%
17,434
+1,120
78
$786K 0.16%
2,400
-235
79
$739K 0.15%
21,237
-429
80
$657K 0.13%
15,195
-303
81
$655K 0.13%
5,180
-115
82
$653K 0.13%
2,700
83
$645K 0.13%
9,181
+276
84
$630K 0.13%
3,800
85
$628K 0.12%
3,813
-5,909
86
$620K 0.12%
45,840
-28,000
87
$619K 0.12%
2,729
-216
88
$603K 0.12%
7,555
-885
89
$563K 0.11%
2,491
-115
90
$562K 0.11%
15,133
+281
91
$545K 0.11%
9,019
+278
92
$467K 0.09%
834
-215
93
$451K 0.09%
1,343
-170
94
$427K 0.08%
8,570
-2,000
95
$423K 0.08%
35,435
-1,999
96
$417K 0.08%
5,149
-15,056
97
$400K 0.08%
14,714
-1,884
98
$383K 0.08%
9,134
-5,135
99
$376K 0.07%
17,829
-3,085
100
$344K 0.07%
5,397
+17
1 2 3
4
5